Skip to main content

Manage Categories and Subcategories

Categories and subcategories decide how guests browse items inside a catalogue.

Quick Reference​

StructureUse It ForExample
CategoryMain grouping of items.Breakfast, Drinks, Amenities.
SubcategoryMore specific grouping.Coffee, Tea, Snacks.
Sort orderGuest browsing order.Put popular or required items first.
Active stateGuest visibility.Hide unfinished or seasonal groups.
Import and exportMoving category data in or out of the catalogue.Use approved files and confirm records after import.
Copy and moveReusing categories in another catalogue.Confirm whether child records should move too.

Before You Start​

  • Create the catalogue first.
  • Confirm the item grouping with operations.
  • Confirm guest-facing labels and order.

Create Categories​

  1. Open the catalogue.
  2. Go to category management.
  3. Add the category name and guest-facing details.
  4. Add or crop a category image if the guest view uses one.
  5. Set active state and sort order.
  6. Review translated labels if the property supports multiple languages.
  7. Save changes.

Review the Category List​

Use the category list to check category count, display order, and active state.

  1. Open the catalogue.
  2. Review the vertical category tabs or category list.
  3. Drag categories into the intended guest order if ordering is available.
  4. Hide unfinished categories instead of deleting them when they may be reused.
  5. Open category actions when you need to edit, copy, move, import, or export.

Add Subcategories​

  1. Open the parent category.
  2. Add the subcategory.
  3. Enter visible name and details.
  4. Review translated labels and active state.
  5. Save changes.
  6. Confirm items can be assigned to the correct category or subcategory.

Review the Subcategory List​

  1. Open the parent category.
  2. Review subcategory order, active state, and item count where shown.
  3. Use breadcrumbs or the mobile drawer to confirm you are editing the correct parent category.
  4. Reorder or hide subcategories before guests use the catalogue.

Import, Export, Copy, or Move​

Use import and export when managers need to maintain category or subcategory data outside the UI. Use copy or move when reusing structure across catalogues.

Before using these actions:

  • Confirm the source and destination catalogue.
  • Confirm whether child records such as subcategories or items should be included.
  • Export existing records before a large import when the property needs a rollback reference.
  • Review imported records immediately for active state, names, images, translations, and item assignment.

Troubleshooting​

Items appear in the wrong group​

What you see: Guests see an item under the wrong category.

Do this:

  1. Open the item setup.
  2. Check assigned category and subcategory.
  3. Check category sort order.
  4. Save and refresh the guest view.

Imported category data looks wrong​

What you see: Category or subcategory import completes, but names, order, or active states are not right.

Do this:

  1. Confirm the import file was meant for categories or subcategories.
  2. Check the affected records in the catalogue.
  3. Correct active state, order, images, and translations before publishing.
  4. Use the export file as a reference when support needs to compare expected data.